The UHNW Institute’s 2025 Summer Reading List is Now Available 

Each August, The UHNW Institute pauses regular programming to share a curated Summer Reading List—an annual tradition shaped by recommendations from our members.  

The list reflects the diversity of expertise and interests within our community, drawing from multiple disciplines to provide resources that are both thought-provoking and enjoyable. Every title, article, and podcast has been selected because it sparked conversation, offered new perspectives, or provided a moment of reflection for the member who recommended it.  

Here’s a few titles from this year’s collection:  

Alongside these selections, the list also features professional works on governance, risk, leadership, and long-term strategy; seasonal fiction; and articles and podcasts that connect ideas across disciplines.  

View the full 2025 Summer Reading List here and see what the UHNW Institute community has been reading this summer.  

Mission:
  • Provide an intellectual framework, understanding and organization of family wealth management content
  • Educate advisors and family offices on how best to support evolving UHNW families
  • Provide thought leadership, insights and resources to advisors and family offices
  • Promote best practices, provide professional development and support sustainable, positive change within our industry
  • Foster an equitable, collaborative and safe learning environment within the wealth management industry